Latest BUSH INVESTMENT GROUP, LLC Stock Portfolio
BUSH INVESTMENT GROUP, LLC Performance:
2025 Q3: 6.74%YTD: 12.6%2024: -6.65%
Performance for 2025 Q3 is 6.74%, and YTD is 12.6%, and 2024 is -6.65%.
About BUSH INVESTMENT GROUP, LLC and 13F Hedge Fund Stock Holdings
BUSH INVESTMENT GROUP, LLC is a hedge fund based in VALDOSTA, GA. On 07-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $157.4 Millions. In it's latest 13F Holdings report, BUSH INVESTMENT GROUP, LLC reported an equity portfolio of $168.8 Millions as of 30 Sep, 2025.
The top stock holdings of BUSH INVESTMENT GROUP, LLC are VB, FNDA, AOA. The fund has invested 19.9% of it's portfolio in VANGUARD INDEX FDS and 14.1% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES TR (AOA) and ISHARES TR (ACWF). BUSH INVESTMENT GROUP, LLC opened new stock positions in GLOBAL X FDS (BITS) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), INVESCO EXCHANGE TRADED FD T (CSD) and WORLD GOLD TR (GLDM).
The top stock holdings of BUSH INVESTMENT GROUP, LLC are VB, FNDA, AOA. The fund has invested 19.9% of it's portfolio in VANGUARD INDEX FDS and 14.1% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES TR (AOA) and ISHARES TR (ACWF). BUSH INVESTMENT GROUP, LLC opened new stock positions in GLOBAL X FDS (BITS) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), INVESCO EXCHANGE TRADED FD T (CSD) and WORLD GOLD TR (GLDM).
BUSH INVESTMENT GROUP, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that BUSH INVESTMENT GROUP, LLC made a return of 6.74% in the last quarter. In trailing 12 months, it's portfolio return was -7.52%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| global x fds | 3,351,150 |
| american centy etf tr | 771,154 |
New stocks bought by BUSH INVESTMENT GROUP, LLC
Additions
| Ticker | % Inc. |
|---|---|
| blackrock etf trust | 173 |
| invesco exchange traded fd t | 104 |
| world gold tr | 42.94 |
| southern co | 40.92 |
| blackrock etf trust ii | 14.37 |
| ishares tr | 11.2 |
| ishares tr | 10.38 |
| bondbloxx etf trust | 8.98 |
Additions to existing portfolio by BUSH INVESTMENT GROUP, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -77.23 |
| ishares tr | -19.12 |
| ishares tr | -18.49 |
| ishares tr | -15.89 |
| lowes cos inc | -15.81 |
| ishares inc | -7.31 |
| ishares tr | -2.96 |
BUSH INVESTMENT GROUP, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -1,209,260 |
BUSH INVESTMENT GROUP, LLC got rid off the above stocks
Sector Distribution
BUSH INVESTMENT GROUP, LLC has about 96.5% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 96.5 |
| Technology | 1.2 |
Market Cap. Distribution
BUSH INVESTMENT GROUP, LLC has about 3.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.5 |
| LARGE-CAP | 2.1 |
| MEGA-CAP | 1.3 |
Stocks belong to which Index?
About 3.5% of the stocks held by BUSH INVESTMENT GROUP, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.5 |
| S&P 500 | 3.5 |
BUSH INVESTMENT GROUP, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BUSH INVESTMENT GROUP, LLC
BUSH INVESTMENT GROUP, LLC has 37 stocks in it's portfolio. About 71.7% of the portfolio is in top 10 stocks. BNDX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for BUSH INVESTMENT GROUP, LLC last quarter.
Last Reported on: 18 Dec, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.88 | 5,846 | 1,488,570 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 1.98 | 49,272 | 3,342,140 | reduced | -18.49 | ||
| AAXJ | ishares tr | 0.75 | 13,296 | 1,265,080 | added | 7.97 | ||
| AAXJ | ishares tr | 0.21 | 3,157 | 359,544 | reduced | -77.23 | ||
| AAXJ | ishares tr | 0.19 | 3,296 | 313,714 | added | 11.2 | ||
| ACWF | ishares tr | 1.22 | 44,128 | 2,061,230 | reduced | -15.89 | ||
| AEMB | american centy etf tr | 0.46 | 10,267 | 771,154 | new | |||
| AFL | aflac inc | 0.54 | 8,207 | 916,764 | added | 0.54 | ||
| AGT | ishares tr | 0.54 | 17,795 | 911,638 | added | 10.38 | ||
| AOA | ishares tr | 12.01 | 74,062 | 20,267,100 | reduced | -19.12 | ||
| BAC | bank america corp | 0.18 | 5,792 | 298,809 | unchanged | 0.00 | ||
| BECO | blackrock etf trust | 4.76 | 234,906 | 8,024,390 | added | 173 | ||
| BECO | blackrock etf trust | 2.47 | 70,370 | 4,165,900 | added | 7.24 | ||
| BECO | blackrock etf trust | 1.05 | 46,986 | 1,778,890 | added | 4.76 | ||
| BIL | spdr series trust | 3.40 | 73,222 | 5,736,190 | added | 3.54 | ||
| BIL | spdr series trust | 2.57 | 143,368 | 4,342,620 | added | 4.31 | ||
| BIL | spdr series trust | 2.52 | 177,505 | 4,249,470 | added | 3.39 | ||
| BITS | global x fds | 1.99 | 47,710 | 3,351,150 | new | |||
| BNDW | vanguard scottsdale fds | 0.16 | 4,601 | 270,769 | unchanged | 0.00 | ||
| BNDX | vanguard charlotte fds | 2.55 | 87,161 | 4,310,980 | added | 4.7 | ||